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UnitedHealth

3,295 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 213

19% more call options, than puts

Call options by funds: $20.7B | Put options by funds: $17.4B

4% more funds holding

Funds holding: 3,1593,295 (+136)

1.94% more ownership

Funds ownership: 81.06%83% (+1.9%)

2% less capital invested

Capital invested by funds: $253B → $248B (-$5.17B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,116 | Existing positions reduced: 1,495

Holders
3,295
Holders Change
+136
Holders Change %
+4.31%
% of All Funds
40.07%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
0.95%
New
414
Increased
1,116
Reduced
1,495
Closed
213
Calls
$20.7B
Puts
$17.4B
Net Calls
+$3.33B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1501
Radnor Capital Management
Pennsylvania
$1.52M
JFA
1502
JNBA Financial Advisors
Minnesota
$1.52M
OC
1503
Oarsman Capital
Wisconsin
$1.52M +$35.6K +105 +2%
AB
1504
ANB Bank
Colorado
$1.52M +$19K +56 +1%
TSWM
1505
Triangle Securities Wealth Management
North Carolina
$1.52M -$308K -909 -17%
HPC
1506
HM Payson & Co
Maine
$1.51M -$428K -1,262 -22%
CPA
1507
Capital Planning Advisors
California
$1.51M -$109K -321 -7%
GWANC
1508
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.51M -$68.5K -202 -4%
RIA
1509
Regal Investment Advisors
Michigan
$1.51M +$65.7K +194 +4%
CWP
1510
Cyndeo Wealth Partners
Florida
$1.5M -$393K -1,161 -20%
BL
1511
Balentine LLC
Georgia
$1.5M +$831K +2,451 +116%
WFI
1512
West Family Investments
California
$1.5M +$311K +919 +25%
SP
1513
SWS Partners
Ohio
$1.5M +$71.8K +212 +5%
CWP
1514
Capital Wealth Planning
Florida
$1.5M -$528K -1,557 -26%
KIA
1515
Knollwood Investment Advisory
Maryland
$1.49M
PCH
1516
PGIM Custom Harvest
New Jersey
$1.49M -$26.8K -79 -2%
RWPA
1517
Richard W. Paul & Associates
Michigan
$1.49M -$91.8K -271 -6%
ISWM
1518
Independent Solutions Wealth Management
New York
$1.49M -$58.3K -172 -4%
TAM
1519
Tealwood Asset Management
Minnesota
$1.49M -$45.1K -133 -3%
ST
1520
Sentinel Trust
Texas
$1.49M +$1.36K +4 +0.1%
JPWM
1521
Jamison Private Wealth Management
Georgia
$1.49M +$92.2K +272 +6%
SCM
1522
SCS Capital Management
Massachusetts
$1.48M -$109K -322 -7%
BA
1523
Bridgewater Advisors
New York
$1.48M -$134K -394 -8%
BC
1524
Bridgefront Capital
Texas
$1.48M +$1.52M +4,481 New
AWA
1525
Argo Wealth Advisory
Virginia
$1.48M +$1.52M +4,475 New